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Jabil (JBL)
NYSE:JBL
Earnings Data
Report Date
Jun 19, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
2.28Last Year’s EPS
1.89Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 20, 2025
|% Change Since: 4.12%
|Next Earnings Date:Jun 19, 2025
Earnings Call Sentiment|Positive
The earnings call indicated strong performance in key segments and a positive outlook for AI-related business and cash flow generation. However, challenges in the regulated industry and Connected Living & Digital Commerce segments, along with inventory management concerns, necessitate caution. Overall, the positives moderately outweigh the negatives.Company Guidance
In the fiscal year 2025 second quarter earnings call, Jabil reported strong results with $6.7 billion in revenue, excluding $250 million from the divested mobility business. Revenue grew by 3% year-over-year, with core operating income at $334 million and a core operating margin of 5%. The regulated industry segment saw revenue of $2.7 billion, down 8% due to weakness in renewable energy and EV markets, yet core margins improved to 4.8%. The Intelligent Infrastructure segment experienced an 18% increase in revenue to $2.6 billion, driven by AI-related demand and achieving a core margin of 5.3%. Connected Living & Digital Commerce revenue declined by 13% to $1.3 billion, impacted by mobility divestiture, though excluding it, revenue grew by 4%. Inventory days rose to 80 days, but decreased year-on-year by 7 days. Adjusted free cash flow for Q2 was $261 million, contributing to a year-to-date total of $487 million, with expectations for full-year free cash flow to exceed $1.2 billion. The company anticipates Q3 revenue between $6.7 billion and $7.3 billion, with core diluted EPS projected between $2.08 and $2.48. Jabil also highlighted a 40% increase in AI-related revenue, expecting $7.5 billion in FY 2025, and emphasized its strong U.S. manufacturing footprint amid potential tariff challenges.Solid Q2 Revenue and Earnings
Jabil reported strong Q2 results with $6.7 billion in revenue, a 3% year-over-year increase when excluding the divested mobility business. Core operating income was $334 million with core operating margins at 5%.
Intelligent Infrastructure Segment Growth
The Intelligent Infrastructure segment saw revenue of $2.6 billion, up 18% year-on-year, driven by strong demand in AI-related cloud, data center infrastructure, and capital equipment markets. Core operating margin improved by 110 basis points to 5.3%.
Positive Outlook for AI-Related Business
AI-associated business is projected to represent approximately $7.5 billion in revenue for FY 2025, marking a 40% year-on-year increase.
Strong Cash Flow and Share Repurchase
Adjusted free cash flow for the quarter was $261 million, with a year-to-date adjusted free cash flow of $487 million. The company repurchased 2.5 million shares and plans to complete its $1 billion share repurchase authorization by FY 2025.
US Manufacturing Expansion
Jabil is well-positioned to navigate potential tariffs with a significant U.S. manufacturing footprint and plans to expand its operations in India to support photonics capabilities.
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JBL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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JBL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 20, 2025 | $139.48 | $143.83 | +3.12% |
| Dec 18, 2024 | $133.90 | $143.62 | +7.26% |
| Sep 26, 2024 | $113.31 | $126.51 | +11.65% |
| Jun 20, 2024 | $125.99 | $111.58 | -11.44% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Jabil (JBL) report earnings?
Jabil (JBL) is schdueled to report earning on Jun 19, 2025, TBA Not Confirmed.
What is Jabil (JBL) earnings time?
Jabil (JBL) earnings time is at Jun 19, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is JBL EPS forecast?
JBL EPS forecast for the fiscal quarter 2025 (Q3) is 2.28.
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